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First Trust Morningstar Dividend Leaders Index Fund

345 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 162 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.5%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
91
Reduced
162
Closed
33
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$980K
Name Market Value Shares Shares
Change
Shares
Change %
AWE
126
Avidian Wealth Enterprises
Texas
$1.71M 51,160 +846 +2%
IWM
127
IHT Wealth Management
Illinois
$1.64M 49,138 +3,018 +7%
BAM
128
Belpointe Asset Management
Nevada
$1.59M 47,601 -645 -1%
NS
129
NBC Securities
Alabama
$1.57M 46,920 +46,920 New
SCA
130
Snowden Capital Advisors
New York
$1.54M 46,097 -740 -2%
TRCT
131
Tower Research Capital (TRC)
New York
$1.5M 44,937 -28,686 -39%
Citadel Advisors
132
Citadel Advisors
Florida
$1.48M 44,179 +23,783 +117%
IAA
133
Independent Advisor Alliance
North Carolina
$1.39M 41,456 -1,188 -3%
MCCP
134
Mission Creek Capital Partners
California
$1.37M 41,071 -1,901 -4%
KWM
135
Kingsview Wealth Management
Oregon
$1.37M 40,832 +5,631 +16%
MSAM
136
Moloney Securities Asset Management
Missouri
$1.33M 39,850 -6,450 -14%
MC
137
Moors & Cabot
Massachusetts
$1.29M 38,530 -6,576 -15%
NEWAS
138
N.E.W. Advisory Services
Wisconsin
$1.28M 38,237 +38,237 New
GWP
139
Gateway Wealth Partners
Wisconsin
$1.23M 36,829 +7,795 +27%
CA
140
Continuum Advisory
Idaho
$1.17M 35,120 -41,173 -54%
AWA
141
Arkadios Wealth Advisors
Georgia
$1.17M 34,923 -7,188 -17%
CWM
142
Cornerstone Wealth Management
Missouri
$1.14M 34,021 -130 -0.4%
PTC
143
Private Trust Company
Ohio
$1.12M 33,626 -9,602 -22%
PPP
144
Private Portfolio Partners
New Jersey
$1.12M 33,471 +799 +2%
Two Sigma Investments
145
Two Sigma Investments
New York
$1.12M 33,391 -32,709 -49%
SIS
146
Strategic Investment Solutions
Illinois
$1.1M 31,500 +30,000 +2,000%
CIAS
147
Capital Investment Advisory Services
North Carolina
$1.09M 32,579 -3,242 -9%
AssetMark Inc
148
AssetMark Inc
California
$1.08M 32,379 +31,083 +2,398%
US Bancorp
149
US Bancorp
Minnesota
$1.07M 32,007 -13,174 -29%
ES
150
Eagle Strategies
New York
$1.07M 31,929 +1,751 +6%